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HOMZ Institutional Ownership

Hoya Capital Housing ETF
1W: -2.5% 1M: -8.0% 3M: -14.0% YTD: -10.3% 1Y: -13.1% 3Y: +21.2% 5Y: +9.1%
$40.72
-0.02 (-0.05%)
 
Weekly Expected Move ±2.2%
$39 $40 $41 $42 $42
ETF AMEX · AUM $33.2M

Institutional Ownership — HOMZ

18
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
5M
Total Invested
2
New Positions
6
Increased
5
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (18 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Hoya Capital Real Estate, LLC 47,873 2M +830 +1.8% 19Q SEC ↗
2 GOLDMAN SACHS GROUP INC 14,423 587K -35 -0.2% 15Q SEC ↗
3 Cetera Investment Advisers 7,284 297K +136 +1.9% 13Q SEC ↗
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,278 296K +581 +8.7% 2Q SEC ↗
5 Zhang Financial LLC 5,738 234K +37 +0.6% 4Q SEC ↗
6 Concurrent Investment Advisors, LLC 5,236 213K -1,101 -17.4% 5Q SEC ↗
7 Concorde Asset Management, LLC NEW 4,500 183K — +0.0% 1Q SEC ↗
8 US BANCORP \DE 4,300 175K — +0.0% 8Q SEC ↗
9 Jackson, Grant Investment Advisers, In 1,022 42K — +0.0% 7Q SEC ↗
10 Integrated Wealth Concepts LLC NEW 659 27K — +0.0% 1Q SEC ↗
11 UBS Group AG 285 12K -977 -77.4% 6Q SEC ↗
12 St. Johns Investment Management Compan 135 5K — +0.0% 26Q SEC ↗
13 SIGNATUREFD, LLC 135 5K +1 +0.7% 14Q SEC ↗
14 Aptus Capital Advisors, LLC 90 4K +1 +1.1% 15Q SEC ↗
15 Farther Finance Advisors, LLC 5 0K — +0.0% 6Q SEC ↗
16 MORGAN STANLEY 1 0K -1,218 -99.9% 4Q SEC ↗
17 WELLS FARGO & COMPANY/MN 0 0K — — 15Q SEC ↗
18 Global Assets Advisory, LLC 0 0K -3,432 -100.0% 1Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
Concorde Asset Management, LLC 4,500 183K
Integrated Wealth Concepts LLC 659 27K
Sold Out (1)
HolderPrev SharesPrev Value
Global Assets Advisory, LLC 3,432 140K
Biggest Increases (6)
HolderAddedChange %Total Shares
Hoya Capital Real Estate, LLC +830 +1.8% 47,873
SUSQUEHANNA INTERNATIONAL GROUP, LL +581 +8.7% 7,278
Cetera Investment Advisers +136 +1.9% 7,284
Zhang Financial LLC +37 +0.6% 5,738
Aptus Capital Advisors, LLC +1 +1.1% 90
SIGNATUREFD, LLC +1 +0.7% 135
Biggest Decreases (4)
HolderReducedChange %Total Shares
MORGAN STANLEY -1,218 -99.9% 1
Concurrent Investment Advisors, LLC -1,101 -17.4% 5,236
UBS Group AG -977 -77.4% 285
GOLDMAN SACHS GROUP INC -35 -0.2% 14,423

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms